- BofA, UBS Latest to Join Push for Small-Cap Outperformance (bloomberg)
- Baird upgrades VF Corp stock to Outperform on Vans brand recovery potential (investing)
- Baird upgrades Canada Goose stock rating to Outperform on brand momentum (investing)
- Strategas’ Chris Verrone says consumer discretionary could be at start of a bull run (youtube)
- Is It a Good Time to Buy a Home? Prices Are Losing Steam and Mortgage Rates Are Down. (barrons)
- US New-Home Sales Exceed Forecast Following Upward Revision (bloomberg)
- As Housing Demand Continues to Fall, Builders Get Creative (nytimes)
- Boeing Plans to Sell 103 Planes to Korean Air (wsj)
- Boeing Stock Pops as Korean Air Doubles Fleet. Why Its Jet Orders Are Now Soaring. (barrons)
- South Korea’s Hyundai Motor Increases U.S. Investment to $26 Billion (wsj)
- Stellantis bets big on hybrid SUVs with 2026 Jeep Cherokee comeback (usatoday)
- Top Chinese Trade Negotiator Set to Head to U.S. as Talks Resume (wsj)
- China’s Stock Boom Is Not a Repeat of 2015 (bloomberg)
- Boring Is Better. These 3 Stocks Prove It. (barrons)
- 5 Stocks to Buy Before Their Big Discounts Disappear (morningstar)
- Disney World opening ‘immersive’ Pirates of the Caribbean tavern — and reservations are already booked months in advance (nypost)
- Cable TV Isn’t Dead Yet. How It Survives in a Streaming World. (barrons)
- Palantir CEO Alex Karp Sells More than $60 Million in Stock (barrons)
Be in the know. 18 key reads for Tuesday…


